The decision to move in to assisted living can be emotional and the physical process of moving in can be exhausting. It’s common to have second thoughts or to feel some initial anxiety after a move. It is also normal for family members to feel a sense of guilt about not being able to care for a loved in their home. Any change can be difficult, and it may take some time to acclimate to a new setting but there are a number of things you can do to help ease the transition.
 

1. Continue favorite crafts or hobbies- Bring essential supplies or buy that new piece of equipment you’ve been wanting.
2. Keep family members involved – Technology such as texting and video calling makes it easier than ever to stay in touch.
3. Bring your personal items- Moving doesn’t mean abandoning the past. Bring a few of your favorite personal items and take pictures of things you may not need but don’t want to forget.
4. Avoid staying in your room for meals- It’s natural to be shy at first but there are many people with a lifetime of stories to visit with at every meal.
5. Ask staff to escort you to the dining room for the first few days- Staff will be happy to show you the way and make introductions.
6. Become familiar with the activities schedule- Ask for a printed copy of the activities available. Many communities also have an activities director who would be happy to take your suggestions on new activities.
7. Take walks around the community to familiarize yourself with the new surroundings- Getting to know the area will help you feel more at home.
8. Have help to set up furniture and put away cloths- The sooner you are unpacked the sooner you can settle in. Family or friends are often happy to help with this or there are numerous companies you can call for assistance.
9. Explore the outdoor spaces- There are often gardens, courtyards, fountains and patio spaces available to help you relax and get a breath of fresh air.
10. Take an outing to go shopping or eat at a favorite restaurant- Get away from the community all together. Remember this is your home and your routine is up to you.

 
Leaving a home can be difficult for anyone, especially for those who are not enthusiastic about the change. Keeping these things in mind can help to ease the transition and aid the process of settling in.  

​If you are seeking the advice of a senior advisor, you probably have a lot of questions however there is one question you should always ask first; Are you a fiduciary?
 
A fiduciary is a person or organization that acts on behalf of another person. While often associated with finance there are several other roles that a fiduciary may fulfill. Money managers, financial advisors, trustees, accountants, executors, board members, corporate officers and Certified Senior Advisors (CSA) all have fiduciary responsibility. Acting in a fiduciary capacity requires that the person put the needs of their client ahead of all other considerations. This is the highest legal duty of one person to another, being a fiduciary requires being bound ethically to act in the other's best interests.
 
There is no shortage of companies that aim to serve the needs of our aging population and it can be difficult to know who to trust. Fiduciaries must make sure their recommendations are based on complete and accurate information. Medical needs, legal issues, financial circumstances and social factors can be difficult to talk about but are all things a senior advisor should consider when making a recommendation. By working with a fiduciary, you can be confident that they will be sensitive to these topics and will act in your best interest.
 
It is important to remember that different types of advisors may be held to different ethical standards when offering advice. Only a fiduciary is required to act in your best interest at all times and not their own. A breach of fiduciary duty can result in disciplinary actions including the loss of the advisor’s credentials. So, when seeking out an advisor don’t forget to ask, Are you a Fiduciary?